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What are abstract and concrete classes?
- - Classes are containers for rules
- >Properties, Sectons, Flows, etc.
- - Can be ABSTRACT:
- >Cannot be instantiated
- >Define containers in which re-usable rules are saved
- >Names should end in Hyphen
- - Can be CONCRETE:
- >Can be instantiated
- >Names must NOT end in hyphen (e.g., -InsCorp-FW-PA-Work-Quote)
- >Inherit rules from Parent Classes
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How does inheritance work in the class structure?
- Rules' position in the class structure defines the scope of its re-usability
- Rules in a parent class may be accessed from a child class
- Rules in parent class may be overridden by defining the rule in a child class
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What is Dual Inheritance Mode?
- - A Class possesses 2 inheritance mechanisms
- >Pattern
- >Direct
- - Both types of inheritance are used to locate rules
- >Classes SHOULD have a parent
- >Classes MUST have a directed parent
- Pattern inheritance established by class name (e.g., InsCorp-FW- inherits from InsCorp-
- Direct inheritance is specified on the class rule form
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How is Rule Resolution achieved?
- - Locates the right rule at the right time by searching the class heirarchy
- >First = Pattern (has precedence)
- >Second = Directive
- Continues Pattern-Directive-Pattern-Directive iteration from the initial root node all the way up to @baseclass
- Locates potential rules on the way up
- Pattern and directed inheritance from the foundation of rule resolution
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What 2 purposes does a ClassGroup serve?
1) Define a workpool (collection of worktypes/workclasses)
2) Identify a physical database table to store work objects
- 3) Store name of the property that will become the Work Object unique identifier (primary key)
- >Must directly inherit from Work-
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What does Work- contain?
- Rules to be used by class group and work objects
- Rules to be used as examples
- Rules to be used as stubs
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How do you define a Class Group?
- To create a class group, identify the class as a class group and supply the primary key
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How do you define a Work Type?
- A work type is defined by a work class
- To create a work class, specify that the class belongs to a class group and select the class group name
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What are the 2 types of Re-usability/
1) Application - Assets are specific to an application and common to more than one business unit
2) Enterprise - Assets common across multiple divisions or applications
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Application Design - What is the Framework Layer?
- Defines a common foundation for specific implementations
* Pega Solution Frameworks (Such as Smart Investigate, CPM, etc.) contain most rules in Framework classes for re-usability.
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What is the Implementation Layer?
- - Defines a specific, non-reusable application
- >e.g., Purchase Request app in Fast Track
- Work Objects, Assignments, and Report Output are from one implementation class.
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Can one Framework layer support multiple implementation layers?
- Yes
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Framework Layer:
>Requirement?
>Solution?
>Purpose?
- Requirement - need to reuse the assets from one part of the company in another
- Solution - Framework layer creates a reusable class structure
- Purpose - to define a common foundation
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Implementation Layer
> Requirement
> Solution
> Purpose
- Requirement: A need to make use of the common assets developed for a company's line of business (homeowner's quotes, automobile quotes, etc.)
- Solution: Implementation layer extends a reusable class structure for a specific implementation
- Purpose: To extend the common foundation
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How do you access the Class Inheritance Diagrams?
- - From Application Explorer
- > Right Click "Class Name"
- > Choose "Inheritance"
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What does the Class Structure Viewer display?
- Displays and allows user to explore inheritance relationships among all classes in an app
- Click "Individual Classes" to expand heirarchy
- Can display or hide work-Data- or domain level (InsCorp) classes
- Application>Class Structure>Right click on class and select structure
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What is a Rule Set?
>What are they used for?
- RuleSet is a container for related classes and rules
- - Rulesets are used for:
- >Access Control
- >Migration (Deployment)
- >Rule Versioning
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How should you name your RuleSets?
- - RuleSet Name
- >Max 64 characters, mixed-case letters, no spaces
- >Something to reflect the classes it contains
- - RuleSet Version
- >3 dash-delimited numbers starting with 01-01-01 major-minor-patch
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Where are Rules created?
- Rules are created in RuleSet versions
- RuleSet versions are developed, locked, and migrated to test and production environments
- Operators are granted access to RuleSet versions
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How is access to RuleSet provided?
- Access can be granted up to and including listed major, major-minor, major-minor-patch versions
- The operator profile displays the RuleSets the operator has access to
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What does an operator's RuleSet list use?
- Personal RuleSet list (if check-in/check-out is selected)
- Production RuleSet (from Access Group)
- RuleSets listed in Application rules
- Pega-AppDefinition, Pega-ProCom, Pega-IntSvcs, Pega-WB, Pega-Rules (PegaRules Application Rule)
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If Access Group is not listed in Operator ID record, Access Groups or additional RuleSets are searched in which 2 locations?
- Division Membership
- Organization Membership
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Can an operator belong to one or more Access Groups?
- Yes
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Can Access Group list one application and possible additional RuleSets?
- Yes
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What do Applications list?
- RuleSets
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Can Applications be built on other Applications?
Yes
- e.g.: Application 1
- >RuleSet 1
- >RuleSet 2
Built On>>>>>>>>>>>>>>
- Application 2
- >Pega-AppDef
- >Pega-ProComm
- >Pega-IntSvcs
- >Pega-WB
- >Pega-Rules
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Can multiple operators belong to one Access Group?
- Yes: multiple operators can belong to one access group
- System Administrators create operator IDs that reference Access Groups
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What do Access Groups reference to construct a RuleSet list?
- Application Rules
- Production RuleSets
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What is an Application Rule?
- Defines an ordered set of RuleSets that together identify the component of a Process Commander application
- Built on other application rules to create a 'chain' of RuleSets
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Identifying Class and RuleSet membership
>What does the Rule Form show? (2 things)
- - RuleSet Form shows:
- >Class this rule is applied to
- >RuleSet this rule is a member of
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What tool in PRPC creates RuleSets based on established best practices?
- Enterprise Application Accelerator
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Is it a best practice to use a RuleSet? (Why?)
- - Yes - best practices include using a RuleSet
- >To combine related abstract classes (e.g., InsCorp- and InsCorpFW-_
- >To contain a WorkPool (Class Group and Work Classes)
- >To contain a framework
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When would you consider building additional RuleSets?
- The RuleSet has a reasonable chance of holding rules
- Certain rules will be deployed separately (e.g., rules for a specific Division)
- Rules need to be versioned independently in an application
- Different parts of the Application will be secured independently (Managers have access to an App)
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Why do you lock RuleSet versions?
- RuleSet versions can be locked to prevent new rules from being added and existing rules from being updated or deleted.
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What 2 steps need to be taken when locking RuleSet versions?
1) All rules checked in
2) Password created for unlock
>>>For Production, RuleSets should always be locked in production
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What are RuleSet Pre-requisites used for?
- Used during development to enforce rule dependencies
- When saving Rule A, the pre-requisite verifies that PolicyAdmin 01-02-01 RuleSet exists
- When migrating InsCorpHome 01-02-01 the import files or target system must contain PolicyAdmin 01-02-01 RuleSet
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RuleSet Pre-Requisites Include:
- RuleSet Pre-Requisites are daisy chained
- During development, a rule in the InsCorp 01-01-01 RuleSet refers to a rule in Pega-Rules:05-05-01. Pega-ProCom:05-05-01 must be in the pre-requisite list for InsCorp:01-01-01 to gain access.
- Rules created in InsCorp:01-02-01 have access to Pega-Rules:05-05-01 because of pre-requisite chain
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RuleSet Pre-Requisites Continued:
- Best Practice: When creating the RuleSet pre-requisite chain, mirror the pattern and direct inheritance structure for a given class heirarchy
- Some RuleSets may have more than one pre-requisite
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What does PRPC use Rule Resolution for?
- To decide which of a number of possible rules will be used in a particular situation.
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What are the 10 steps in the Rule Resolution Process?
- 1) Check Cache
- 2) Selected by Type and Name
- 3) Discard availability = No?
- 4) Discard inapplicable RuleSets and RuleSet Versions
- 5) Discard rule not in class heirarchy
- 6) Rank (Class, RuleSet, Circumstance, Date)
- 7) Set Cache
- 8) Find best instance
- 9) Availability = Blocked?
- 10) Security?
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